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Third Avenue Real Estate Value Instl (TAREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.89-0.06 (-0.29%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.69%
5-Year Average Return1.69%
Number of Years Up18
Number of Years Down7
Best 1 Yr Total Return (Apr 24, 2024)38.67%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return38.67%
Worst 3-Yr Total Return-4.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTAREXCategory
YTD2.81%14.32%
1-Month2.72%0.73%
3-Month2.81%8.73%
1-Year24.26%32.33%
3-Year3.16%7.75%
5-Year3.13%6.57%
10-Year3.73%6.49%
Last Bull Market44.23%23.44%
Last Bear Market-15.39%-20.52%

Annual Total Return (%) History

Year
TAREXCategory
2024
N/AN/A
2023
23.27%N/A
2022
-26.54%N/A
2021
30.54%N/A
2020
-8.22%-5.43%
2019
21.13%23.45%
2018
-19.91%-7.11%
2017
22.18%15.12%
2016
5.82%1.97%
2015
-3.65%-0.92%
2014
13.12%11.67%
2013
16.42%2.92%
2012
36.24%31.78%
2011
-12.35%-10.10%
2010
17.76%17.22%
2009
38.67%37.01%
2008
-44.70%-46.63%
2007
-8.33%-7.68%
2006
30.14%39.00%
2005
14.37%13.40%
2004
28.16%35.79%
2003
37.39%41.26%
2002
4.22%5.60%
2001
18.15%7.01%
2000
31.02%19.66%
1999
5.13%-0.11%
1998
N/A-14.82%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.81%N/AN/AN/A
20231.99%6.02%-5.53%20.67%
2022-7.40%-15.39%-11.44%5.87%
202110.70%6.33%-0.59%11.56%
2020-28.83%10.94%3.10%12.73%
201915.84%-2.85%0.18%7.45%
2018-2.07%-1.46%-4.14%-13.42%
20178.17%2.01%4.04%6.43%
2016-0.42%1.82%5.63%-1.20%
20153.05%-1.48%-6.29%1.27%
20145.69%4.53%-2.29%4.80%
20134.26%1.70%5.72%3.85%
201218.13%0.63%9.12%5.04%
20112.63%1.94%-20.97%6.01%
20103.16%-7.30%13.49%8.50%
2009-18.17%36.34%23.89%0.33%
2008-6.37%-7.77%-7.45%-30.80%
20073.46%-1.61%-3.12%-7.05%
200610.46%-1.50%8.89%9.85%
20051.16%8.43%0.86%3.38%
20048.24%-0.77%6.97%11.55%
2003-0.09%15.23%6.05%12.53%
20025.99%2.05%-6.48%3.04%
20015.54%8.15%-2.00%5.62%
20009.49%6.40%8.91%3.26%
19990.85%10.71%-6.74%0.97%
19987.58%N/AN/AN/A

Rank In Category (By Total Return)

YTD2
1-Month89
3-Month2
1-Year1
3-Year1
5-Year10

Load Adjusted Returns

1-Year24.26%
3-Year3.16%
5-Year3.13%
10-Year3.73%